Welcome to Schroders Investor Day 2019
[Pages:84]Welcome to Schroders Investor Day 2019
Peter Harrison, Group Chief Executive 15 May 2019
Investing for growth
Closer proximity to consumer
Grow Wealth offering
Expand core business
Target client longevity Technology
Grow Private Assets and Alternatives
Rebalance business towards private markets
1
Moving closer to our end customer
Start 09:00 09:10 09:40 10:10 10:40 10:55 11:25 11:55
End 09:10 09:40 10:10 10:40 10:55 11:25 11:55 12:15
Speaker Peter Harrison Peter Hall James Rainbow Susan Soh Break Graham Kellen Jessica Ground Peter Harrison and Richard Keers
Presentation Introduction Wealth Management at Schroders An introduction to Schroders Personal Wealth Schroders in Asia: a business strategy for a digital age
The digital asset manager Sustainability at Schroders Summary and Q&A
2
Wealth Management at Schroders
Investor Day
Peter Hall, Global Head of Wealth Management 15 May 2019
The Wealth Management sector has attractive features
Growth
7% 6% 5% 4% 3% 2% 1% 0%
Longevity (yrs)
Revenue margin (bps)
14
80
12
70
60 10
50 8
40 6
30
4 20
2
10
0
0
Wealth Management Asset Management
Source: Schroders and Oliver Wyman "Trends and Opportunities in UK Financial Advice" March 2019. Growth rates are CAGR projections to 2023 and exclude passive and alternatives.
4
A strong franchise across the UK wealth management spectrum...
Charities
HNW
Affluent
?65bn client assets with 705 advisers
?32bn client assets 135 advisers
?13bn client assets 320 advisers
?20bn client assets 250 advisers
Source: Schroders. Press release announcing joint venture of 22 October 2018.
5
...generating significant profits...
?m Net income Costs Profit before tax1
Schroder Wealth
268.9
(182.4)
86.5
Full year 2018
Benchmark Capital Wealth Management
20.9 (14.0)
6.9
289.8 (196.4)
93.4
Annualised proforma 2019
Schroders Personal Wealth2
68 (51) 17
Source: Schroders, correct to 31 December 2018. 1Before exceptional items. 249.9% of 2019 proforma figures.
6
...and achieving a turnaround in growth
Net new business and annualised net new revenue
NNB ?bn 1.6
1.4
1.2
1.0
0.8
0.6
0.4
0.2
0.0
(0.2) Q1 Q2 Q3 Q4 Q1 Q2 Q3
ANNR ?m 16 14 12 10 8 6 4 2 0 (2)
Q4
2017
2018
Net new business Annualised net new revenue 2017 ? 2018
Net new business as percentage of average AUM
6.0% 5.0% 4.0% 3.0% 2.0% 1.0% 0.0% -1.0% -2.0%
2015
2016
2017
2018
Source: Schroders.
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